Greg
will provide an overview of the anticipated proposals under the Trump Tax Plan
how they impact:

Individuals

Businesses

Estates and trusts

Greg
will also provide an update on 2016/2017 federal and California tax
developments affecting the pocketbooks of business and individual taxpayers.

About the
speaker

Greg has been providing accounting, taxation, and business
advisory services for more than 30 years. Greg has served clients in
manufacturing and distribution, real estate, dealership, and agricultural
business of varying sizes and complexities, with both domestic and
international operations.

Greg has extensive experience in federal and multi-state tax
planning, tax minimization strategies, and tax compliance for a host of
companies in a variety of industries. He has successfully represented many of
our clients in federal and state tax controversy matters before the IRS and
state taxing authorities. Greg also has expertise in establishing and
maintaining Domestic International Sales Corporations for U.S. companies
exporting products to foreign customers.

Greg’s approach to servicing clients is to be proactive in
meeting their needs. He achieves this through a solid understanding of each
client’s business and open lines of communication throughout the year. He
encourages clients to contact him on the “front side” of decisions they are
contemplating or challenges they are facing. Greg’s many long-term client
relationships are built on the knowledge that he is there for them.

RSVP:Cole Sperry at Cole.Sperry@accountingprincipals.com
or 909-472-0377

Must have current
student ID and IMA membership number to qualify for these rates.

Pre-pay or PayPal $32,
or at the door $37, Students $15 w/pre-reservation and current student ID.

About
IMA® (Institute of Management
Accountants)IMA®, the association of
accountants and financial professionals in business, is one of the largest and
most respected associations focused exclusively on advancing the management
accounting profession. Globally, IMA
supports the profession through research, the CMA® (Certified Management
Accountant) program, continuing
education, networking, and advocacy of the highest ethical business
practices. IMA has a global
network of more than 65,000 members in 120 countries and 200 local chapter
communities. IMA provides localized
services through its offices in Montvale, N.J., USA;
Zurich, Switzerland;
Dubai, UAE; and Beijing, China.
For more information about IMA,
please visit www.imanet.org.